Join Legacy Guard for a fulfilling career where you’ll empower individuals to grasp the fundamentals of personal finance while advancing your own path in the finance sector. Whether you’re a newcomer or seeking to elevate your expertise, we offer comprehensive training and guidance to propel your skills forward. As an associate at Bluegenie Solutions, you’ll play a vital role in assisting clients in wealth accumulation and safeguarding their assets.
Responsibilities
- Schedule appointments
- Conduct face-to-face meetings
- Analyze clients’ financial situations with help of tools provided
- Conduct the gap analysis for clients
- Recommend appropriate solutions
- Present the solutions to client
- Coordinate with the client and service providers
- Complete and maintain all necessary documentation
- Create and maintain a healthy and long lasting relationship with clients
- Develop leads
- Expand the task-force for increased outreach
- Comply with all regulatory requirements, including licensing and registrations
Required Skills
- Bachelor’s Degree, or equivalent work experience demonstrating proficiency in marketing, sales, or customer service
- Excellent communication skills
- Excellent interpersonal skills
- Organized individual who excels in problem solving and multitasking
- Energetic self-starter
- Management skills are desirable but not required
What You Will Gain
As a full-service independent financial service professional, you will be creating customized plans to meet client needs in the following areas:
- Retirement planning
- Tax savings
- 401K Rollover
- College Savings
- Asset protection
- Risk management
- Estate planning
And Much More
